BFWA
FXLV

Benchmark Financial Wealth Advisors’s F45 Training Holdings Inc. FXLV Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio FXLV Stock Details FXLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-34,525
Closed -$17.3K – 73
2023
Q2 		$17.3K Sell
34,525
-35,000
-50% -$29.8K 0.01% 71
2023
Q1 		$80.6K Hold
69,525
– – 0.04% 66
2022
Q4 		$198K Hold
69,525
– – 0.11% 69
2022
Q3 		$215K Hold
69,525
– – 0.13% 66
2022
Q2 		$273K Buy
+69,525
New +$509K 0.14% 54

Other funds holding FXLV

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Benchmark Financial Wealth Advisors's FXLV Position: Q3 2023 in Review

Benchmark Financial Wealth Advisors sold out of F45 Training Holdings Inc. (FXLV) in Q3 2023, closing a stake of 34,525 shares — an estimated $17.3K sold.

Benchmark Financial Wealth Advisors first reported a position in FXLV in Q2 2022 and held it in 5 quarters. The position peaked at $273K in Q2 2022. 5 funds tracked by Wall St. Rank hold FXLV as of Q3 2023.

  • Benchmark Financial Wealth Advisors reported no remaining F45 Training Holdings Inc. position as of Q3 2023 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 34,525 F45 Training Holdings Inc. shares in Q3 2023, an estimated $17.3K.
  • Benchmark Financial Wealth Advisors first reported a position in F45 Training Holdings Inc. in Q2 2022 and held it in 5 quarters.
  • Benchmark Financial Wealth Advisors's F45 Training Holdings Inc. position peaked at $273K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held F45 Training Holdings Inc. as of Q3 2023.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.